Post Holdings (NYSE: POST) director adds 112 stock equivalents as deferred pay

Rhea-AI Filing Summary

Post Holdings, Inc. reported a routine insider transaction involving deferred director compensation. On 12/31/2025, a director accrued 112.174 Post Holdings, Inc. stock equivalents at a reference price of $99.05 per equivalent under the company’s Deferred Compensation Plan for Non-Management Directors, bringing the director’s beneficial holdings in these stock equivalents to 6,426.67 units, held directly.

The filing explains that director retainers are deferred into Post Holdings, Inc. stock equivalents, which are credited shortly after the month in which the retainer is earned. These stock equivalents track the value of the company’s common stock but are settled in cash, on a one-for-one basis, when the director leaves the Board. The stock equivalents do not have fixed exercisable or expiration dates, highlighting their role as long-term, cash-settled deferred compensation rather than traditional stock options.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider JOHNSON JENNIFER KUPERMAN

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Post Holdings, Inc. Stock Equivalents	112.174	$99.05	$11K

Holdings After Transaction: Post Holdings, Inc. Stock Equivalents — 6,426.67 shares (Direct)

Footnotes (2)

1. F1. Reporting Person's retainers earned as a Director of Issuer are deferred into Post Holdings, Inc. stock equivalents under the Issuer's Deferred Compensation Plan for Non-Management Directors. Reporting Person is credited with stock equivalents as soon as administratively practicable following the month in which such retainer is earned. The value of these stock equivalents is distributed (on a one-for-one basis) in the form of cash upon separation from the Board of Directors.
2. F2. The stock equivalents have no fixed exercisable or expiration dates.

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Form 4 Insider Transactions: What Each Field Means →

Accepted by SEC EDGAR 01/05/2026 - 04:54 PM Learn about SEC filing dates

FAQ

What insider transaction did Post Holdings (POST) disclose in this Form 4?

A director accrued 112.174 Post Holdings, Inc. stock equivalents on 12/31/2025 as deferred compensation, under the Deferred Compensation Plan for Non-Management Directors.

What are Post Holdings (POST) stock equivalents in this filing?

They are bookkeeping entries tied to Post Holdings, Inc. common stock that represent deferred director retainers. Their value is distributed in cash, one-for-one, when the director leaves the Board.

How many stock equivalents does the Post Holdings (POST) director own after this transaction?

After the reported transaction, the director beneficially owns 6,426.67 Post Holdings, Inc. stock equivalents, held directly.

What price was used for the Post Holdings (POST) stock equivalents credited on 12/31/2025?

The director was credited with 112.174 stock equivalents at a price of $99.05 per equivalent on 12/31/2025.

Do the Post Holdings (POST) stock equivalents have an expiration date?

No. The filing states that these stock equivalents have no fixed exercisable or expiration dates.

How and when are Post Holdings (POST) director stock equivalents paid out?

The value of the stock equivalents is distributed in the form of cash, on a one-for-one basis with the stock equivalents, upon the director’s separation from the Board of Directors.

How often are Post Holdings (POST) stock equivalents credited to the director?

According to the filing, the director is credited with stock equivalents as soon as administratively practicable following the month in which the retainer is earned.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

JOHNSON JENNIFER KUPERMAN

(Last) (First) (Middle)

C/O POST HOLDINGS, INC.

2503 S. HANLEY ROAD

(Street)

ST. LOUIS MO 63144

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
Post Holdings, Inc. [ POST ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

3. Date of Earliest Transaction (Month/Day/Year)
12/31/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Post Holdings, Inc. Stock Equivalents	(1)	12/31/2025		A		112.174		(2)	(2)	Common Stock	112.174	$99.05	6,426.67	D

Explanation of Responses:

1. Reporting Person's retainers earned as a Director of Issuer are deferred into Post Holdings, Inc. stock equivalents under the Issuer's Deferred Compensation Plan for Non-Management Directors. Reporting Person is credited with stock equivalents as soon as administratively practicable following the month in which such retainer is earned. The value of these stock equivalents is distributed (on a one-for-one basis) in the form of cash upon separation from the Board of Directors.

2. The stock equivalents have no fixed exercisable or expiration dates.

Remarks:

	/s/ Diedre J. Gray, Attorney-in-Fact	01/05/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.